Boilermaker-Blacksmith National Pension Trust — Form 5500 plan (Board Of Trustees Boilermaker-Blacksmith National)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Boilermaker-Blacksmith National Pension Trust is a benefit plan reported by Board Of Trustees Boilermaker-Blacksmith National under EIN 48-6168020 and plan number 001. The latest loaded filing year is 2023. The filing reports 83,190 participants and $7,787,453,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Boilermaker-Blacksmith National
EIN
48-6168020
Plan number
001
Plan type
1
Location
Kansas City, MO
Latest filing year
2023
Participants
83,190
End-of-year plan assets
$7,787,453,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383,190H, C20241015185342NAL0057757730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,787,453,474
Total liabilities (EOY)
$395,497,880
Net assets (EOY)
$7,391,955,594
Net assets (BOY)
$7,061,148,665

Income & contributions

Employer contributions
$376,865,043
Total contributions
$376,865,043
Total income / additions
$1,215,706,492

Expenses & distributions

Benefits paid
$840,172,600
Administrative expenses
$44,726,963
Total expenses
$884,899,563
Net increase / (decrease)
$330,806,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilson-Mcshane CorporationNONE$5,385,066not reported in the loaded dataset2023
Prudential Insurance CoNONE$3,908,419$02023
J.P.Morgan Chase Bank, N.A.NONE$2,844,183not reported in the loaded dataset2023
The Union Labor Life Insurance CompNONE$2,606,118$02023
Acadian Asset Management LLCNONE$2,058,451not reported in the loaded dataset2023
Jp Morgan Investment Mgmt IncNONE$1,952,074not reported in the loaded dataset2023
Manulife Investment Management TimbNONE$1,772,182not reported in the loaded dataset2023
First Reserve Old Clem Gp, L.P.NONE$1,617,157$4,3032023
H.I.G Capital, LLCNONE$1,453,442not reported in the loaded dataset2023
Tucker ArensbergNONE$1,282,874not reported in the loaded dataset2023
Parametric CliftonNONE$1,054,618not reported in the loaded dataset2023
Timberland Investment ResourcesNONE$886,439$02023
Entrust Global Partners LLCNONE$837,446$02023
Carlyle Power Partners Ii, L.P.NONE$734,516$02023
Aqr Capital ManagementNONE$643,463not reported in the loaded dataset2023
Western Asset ManagementNONE$624,488not reported in the loaded dataset2023
Kayne Anderson Rudnick InvestmentNONE$607,094$02023
Blackrock Institutional Trust CoNONE$579,838$02023
Partners GroupNONE$567,979$02023
Loomis Sayles Trust CompanyNONE$536,251not reported in the loaded dataset2023
Lsv Asset ManagementNONE$502,594not reported in the loaded dataset2023
American Strategic Value RealtyNONE$439,210not reported in the loaded dataset2023
Marquette AssociatesNONE$425,000not reported in the loaded dataset2023
Tcw Investment Management, LLCNONE$364,168$02023
The Segal CompanyNONE$332,722not reported in the loaded dataset2023
Mario RodriguezEMPLOYEE$287,990not reported in the loaded dataset2023
Christine KingEMPLOYEE$237,873not reported in the loaded dataset2023
Bny MellonNONE$183,749$02023
Blake & Uhlig, PaNONE$181,227not reported in the loaded dataset2023
James Charles MatthewsNONE$175,478not reported in the loaded dataset2023
Segal Select InsuranceNONE$0$135,1552023
Cedarhurst Associates LLCNONE$126,530not reported in the loaded dataset2023
Laura PhelpsEMPLOYEE$119,761not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$109,702not reported in the loaded dataset2023
Cynthia DekeyserEMPLOYEE$108,523not reported in the loaded dataset2023
Margaret ShriverEMPLOYEE$108,143not reported in the loaded dataset2023
Brenda BakerEMPLOYEE$96,761not reported in the loaded dataset2023
Kathy JamesEMPLOYEE$70,311not reported in the loaded dataset2023
Andrea GabaldonEMPLOYEE$57,947not reported in the loaded dataset2023
Kelly Press IncNONE$55,652not reported in the loaded dataset2023
Stephanie LeikerEMPLOYEE$55,209not reported in the loaded dataset2023
Bank Of LaborNONE$41,568not reported in the loaded dataset2023
Steve OrozcoEMPLOYEE$40,560not reported in the loaded dataset2023
Abrdn IncNONE$34,645$02023
Lori JaspersonNONE$32,292not reported in the loaded dataset2023
Wesley PedgenNONE$21,825not reported in the loaded dataset2023
Mission Electronics IncNONE$18,852not reported in the loaded dataset2023
Withum Smith + Brown, PcNONE$16,097not reported in the loaded dataset2023
Flynn Midwest LpNONE$15,336not reported in the loaded dataset2023
Segal Marco Advisors Investment SolNONE$13,000not reported in the loaded dataset2023
Steve HarbisonTRUSTEE$5,471not reported in the loaded dataset2023
Mip Fund AccountingNONE$5,140not reported in the loaded dataset2023

Related Form 5500 pages